More of our insights
Q4 2023 Economic outlook: Dodged or delayed?
Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.
Charted territory: Mixed market signals
The economic outlook is highly uncertain. Our quantitative team analyzes what markets are signaling about a possible recession, and what false signals may need to be actively managed.
FireSide: Economy, markets and Taylor Swift
Taylor Swift and the era for alts. What the pop phenomenon tells us about asset allocation, private equity and alternative investments.
Charted territory: Playbook for a unique business cycle
The arc of this business cycle remains highly uncertain. We dig into this unique economy and the market forces that will need to be managed into 2024 and beyond.
Macro matters: Hot summer / Cooling CPI
In the midst of record-breaking heat, markets are breathing a collective sigh of relief as inflation finally shows widespread cooling.
Q3 2023 Economic outlook: Sailing into the slowdown
Concerns of a recession may feel far-fetched but headwinds are gathering. How can investors plan ahead?
